|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$83.7M
|
-$2.98M
|
-98,060
|
-4%
|
|
|
2
|
Pollock Investment Advisors
Ann Arbor,
Michigan
|
$49.1M
|
+$10.1M
|
+331,432
|
+27%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.55M
|
-$120K
|
-3,966
|
-5%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$2.33M
|
-$138K
|
-4,555
|
-6%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.24M
|
+$221K
|
+7,288
|
+23%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$689K
|
-$47.1K
|
-1,552
|
-7%
|
|
|
7
|
K2 Financial
Glendora,
California
|
$676K
|
-$31.3K
|
-1,030
|
-4%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$564K
|
-$9.68K
|
-319
|
-2%
|
|
|
9
|
Merit Financial Group
Alpharetta,
Georgia
|
$508K
|
+$86.2K
|
+2,841
|
+21%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$404K
|
+$73.9K
|
+2,437
|
+23%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$346K
|
+$1.88K
|
+62
|
+0.6%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$285K
|
+$166K
|
+5,463
|
+151%
|
|
|
13
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$254K
|
–
|
–
|
–
|
|
|
14
|
Principal Securities
Des Moines,
Iowa
|
$218K
|
+$60.9K
|
+2,007
|
+41%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$93.1K
|
+$66.5K
|
+2,190
|
+280%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$88.7K
|
-$163K
|
-5,363
|
-65%
|
|
|
17
|
WPG Advisers
Baltimore,
Maryland
|
$37.9K
|
-$1.06K
|
-35
|
-3%
|
|
|
18
|
Advisornet Financial
Minnetonka,
Minnesota
|
$34.4K
|
–
|
–
|
–
|
|
|
19
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$32.9K
|
-$1.46K
|
-48
|
-4%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
+$13.6K
|
+447
|
+1,397%
|
|
|
22
|
|
$7.83K
|
–
|
–
|
–
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$7.02K
|
+$2.82K
|
+93
|
+71%
|
|
|
24
|
Binnacle Investments
Urbandale,
Iowa
|
$5.2K
|
-$2.25K
|
-74
|
-31%
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$3.73K
|
+$3.61K
|
+119
|
New
|
|
